United Airlines
311 hedge funds and large institutions have $10.8B invested in United Airlines in 2013 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 116 increasing their positions, 89 reducing their positions, and 29 closing their positions.
117% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 29
30% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 89
11% more funds holding
Funds holding: 280 → 311 (+31)
3% more call options, than puts
Call options by funds: $460M | Put options by funds: $448M
1% more capital invested
Capital invested by funds: $10.6B → $10.8B (+$134M)
0% more funds holding in top 10
Funds holding in top 10: 17 → 17 (0)
3.24% less ownership
Funds ownership: 101.74% → 98.5% (-3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$106M |
| 2 |
Goldman Sachs
New York
|
+$76.5M |
| 3 |
Primecap Management
Pasadena,
California
|
+$72.6M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$50.6M |
| 5 |
SIG
Senator Investment Group
New York
|
+$48.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAMG
Odey Asset Management Group
London,
United Kingdom
|
-$115M |
| 2 |
SFM
Soros Fund Management
New York
|
-$95.7M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$73.9M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$71.3M |
| 5 |
Jennison Associates
New York
|
-$31.3M |
UAL Hedge Fund Activity: Q3 2013 in Review
311 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q3 2013, worth a combined $10.8B — up 1.3% from $10.6B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new UAL positions and 29 closed out — a net gain of 34 holders — while 116 added to existing stakes and 89 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $106M. The largest seller was Odey Asset Management Group, cutting an estimated $115M.
- 311 institutional investors held United Airlines (UAL) as of Q3 2013, up from 280 in Q2 2013.
- Funds reported $10.8B of United Airlines stock for Q3 2013, up 1.3% quarter-over-quarter.
- 63 funds opened new United Airlines positions in Q3 2013 and 29 closed out, a net change of +34 holders.
- The largest United Airlines buyer in Q3 2013 was Fidelity Investments, an estimated $106M added.
- The largest United Airlines seller in Q3 2013 was Odey Asset Management Group, an estimated $115M sold.
Based on aggregated 13F filings for Q3 2013.